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WealthPLAN Partners’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

WealthPLAN Partners’s Portfolio BUFQ Stock Details BUFQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,065
Closed -$26.7K – 420
2023
Q2 		$26.7K Buy
1,065
+280
+36% +$6.65K ﹤0.01% 627
2023
Q1 		$18.1K Buy
+785
New +$17K ﹤0.01% 750

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

WealthPLAN Partners's BUFQ Position: Q3 2023 in Review

WealthPLAN Partners sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q3 2023, closing a stake of 1,065 shares — an estimated $26.7K sold.

WealthPLAN Partners first reported a position in BUFQ in Q1 2023 and held it in 2 quarters. The position peaked at $26.7K in Q2 2023. 41 funds tracked by Wall St. Rank hold BUFQ as of Q3 2023.

  • WealthPLAN Partners reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,065 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2023, an estimated $26.7K.
  • WealthPLAN Partners first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $26.7K in Q2 2023.
  • 41 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.